Adding a password Step 1: In Excel, open the document you want to secure with a password. Step 2: Click “File,” followed by “Info.” Step 3: Next, click the “Protect Workbook” button. Step 4: Excel will then prompt you to type in a password.How do I create a Microsoft Excel template?
Quick Answer. In order to create templates in Microsoft Excel, press the New Template option and use Excel to input the data onto each sheet. The data will then be allocated into each section, using the field picker tool, which will add each piece of information to its own section on the report.